Paul Ryan (CRD# 5355400) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Beverly Hills, CA | Jul 2015 - Current | 8 |
| Investment Security Corporation | Calabasas, CA | Mar 2015 - Jan 2021 | 5 |
| Lido Advisors, Inc. | Beverly Hills, CA | Apr 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CA
- NJ
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Total Assets Under Management19,656MILLIONS
-
Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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